Original filing (PDF)20250915112437NAL0000661427001

KAY JAMES DESIGN, LLC

Name: KAY JAMES DESIGN, LLC — KAY JAMES DESIGN, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: KAY JAMES DESIGN, LLC

Form 5500-SF

FILING_RECEIVED

KAY JAMES DESIGN, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAY JAMES DESIGN, LLC.

Plan sponsor

Name

KAY JAMES DESIGN, LLC

EIN

45-1631251all filings

Address

705 N. MCCARTHY ROAD · SUITE 2 · APPLETON, WI · 54913

Phone

(920) 915-1575

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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